Celebrating 31 Years of Client Service in 2026

Release Notes August 2024

August 31, 2024

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Bug Fixes

- The following updates were made to Packager Template mode:
- Import a Template or Template package within the Individual/Group Package tabs.
- Edit Template or Template Packages
- No longer show blank pages for closed accounts
- Output packages with “/” in the name.
- Equity Overview parameters visible within Template reports dropdown
- Home Page links fixed for Templates 1 and 2 when not including “https”
- The following improvements were made to Widgets:
- Optimized load time
- Realized Gains displays “No transactions during the period” message

Related CSSI service paths

Investment client reporting portal

Secure report packages, document vault access, dashboards, and repeatable client delivery workflows.

Secure document vault for RIAs

A controlled client document retrieval workflow for firms moving sensitive files out of email.

Business Areas

PortalPatch Notes

Content Type

Product Update

If this insight points to a bigger project

When the issue here turns into a real delivery, reporting, or infrastructure decision, the Portal+ overview page is the best place to keep going before you talk with us.